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BLUE, GREEN and GOLD

The world of investing, planning and retirement accumulation is a bit of a maze often leaving consumers lost and going in the wrong direction. Blue Green and Gold offers comprehensive, yet simple concepts, told in short stories, vignettes and examples to help the reader better grasp concepts and ideas. An easy read for all, creative ideas, real life concepts and direction. For many people, we waste our most precious commodity, time. After reading this book, you will want to act quickly getting started on your path.

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Journey To The Rainbow's End

This second book by Michael Steinhardt highlights 40 concepts in a simple, visually appealing, illustrated manner that helps the consumer better grasp these ideas. Easy to read, simple to understand yet powerfully moving. Both the verbiage and illustrations convey the messages that no doubt will help one accomplish getting closer to their own personal potential pot of gold.

Our Process

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Personal Planning Clients

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Our Process

Our Process


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Initial Meeting

Initial Meeting


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Clear Path Data Q

Clear Path Data Q


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Story of one of my clients

Story of one of my clients


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Compelling Quotes

Compelling Quotes


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Convergence

Convergence


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Conversations on Investing, Planning

Conversations on Investing, Planning


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Article – financial success

Article – financial success


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Retirement Plan Clients

Discover an array of services for all your financial needs.

Retirement Plan Survey

Retirement Plan Survey

Quick survey to see if your current plan is addressing certain areas of support and service

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Case Study 1

Case Study 1


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Case Study 2

Case Study 2


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Client Experience

Client Experience


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Retirement Planning Crisis

Retirement Planning Crisis


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Under Construction

Under Construction

Years of experience have prepared us to guide you through your life transitions.

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Under Construction

Under Construction

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Under Construction

Under Construction

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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